One Login, Less Worry—For Mission-Driven Teams

Managing funds across several programs, grants, and restricted funds shouldn’t mean juggling endless passwords and keeping too many windows open. For today’s nonprofit leaders—whether you’re running a small organization, a grassroots coalition, or a complex, multi-program agency—traditional banks and outdated accounting software often slow down your mission. All too often, you’re forced into complicated logins, separate email accounts, and a puzzle of financial tools, just to keep the dollars and data straight.

That’s where Holdings comes in—to help nonprofits manage every fund, program, and grant under a single, secure login. You’ll get a streamlined way to track your money, protect compliance, and empower your team, no matter your size or how you structure your work. Let’s walk through how Holdings can untangle the process—making your day-to-day work smoother and your financial management safer, clearer, and easier.

Why Nonprofits Need Flexible, Smarter Account Access

For organizations supporting several grants, programs, or restricted funds, the old way is a hassle. Maybe you have a general operating account, several designated program funds, and a grant or two that each need special reporting. Traditional banks and some nonprofit platforms force you to:

• Memorize (and constantly reset) multiple passwords for every account or program.

• Set up and maintain unique email addresses or cumbersome workarounds to get notifications to the right people.

• Swap between different apps—or even browsers—just to check on every fund.

• Worry about whether staff or volunteers have the correct permissions without risking security.

• Spend far too much time moving receipts, reconciling transactions, or sorting activity for reports or audits.

The burden stacks up fast. At best, it slows you down. At worst, mistakes happen, money moves the wrong way, and reporting gets confusing—risking both compliance and donor trust.

Holdings offers a modern, web-based financial platform built with nonprofit realities in mind. Instead of stretching yourself (or your finance manager) thin, you centralize access: segment your funds as needed, invite the right people, and keep every program secure—all with your preferred email address, always online, no apps required.

Seamless, Multi-Entity Access—No Apps, No Tabs, All from the Web

Holdings was built to make nonprofit money management easier—not more complicated. There’s no need to download new apps or memorize which logins control which funds. Instead, everything lives in your browser: Chrome, Firefox, Safari—whatever you like. Your chosen email is your master key, and adding a new grant, project, or even a separate 501(c)(3) is seamless.

Getting Started Is Simple

Login to Holdings via any browser on any device.

• Use your chosen email and password (or sign in securely with your Google account).

You don’t have to remember dozens of passwords, forward notifications, or manage complicated access for every program. Whether you’re at your desk or using a library computer, you’re in control.

Switching Between Projects, Programs, or Child Entities

When your organization grows (and adds more funds or projects), your login grows with you. Your dashboard shows all connected programs and grants.

• Just click your user avatar at the top left.

• Select “Change Entity.”

• Instantly see and select from your entire funding structure: General Fund, Summer Camp, Food Program, Grant #123, Endowment—whatever you’re managing.

No new logins, no extra accounts, just instant access and switching.

Adding a New Fund, Grant, or Program

From your main dashboard, start a new application to add another entity.

• Fill out simple application questions (this might be a grant, a special fund, or a new fiscal sponsor relationship).

• Once your application is approved, the new entity appears in your dashboard—ready to access with your same email and password.

With Holdings, segmenting finances doesn’t mean segmenting your access. Managing more doesn’t get harder; it just gets smarter and safer.

Centralized Email Management—Why One Account Matters for Nonprofits

One of the biggest headaches for finance and admin staff is managing emails: lost logins, missed alerts, and digging for statements when reporting time comes around. Holdings solves this by letting you use a single email address for all your funds, programs, and grant accounts.

Why does this help?

• No juggling of email aliases, complicated inbox rules, or lost receipts in someone’s personal Gmail account.

• Project leaders or program directors can get what they need, without risking the privacy or security of other funds.

• You can toggle between funds or grants right from the dashboard, without setting up sub-domains or puzzling over which email goes to which fund.

• Keep audit trails clean—every deposit, withdrawal, or expense alert delivered to one secure place.

• Archive and organize statements, receipts, and grant communications easily, so you’re always ready for a site visit, report, or audit.

Fraud prevention and safety are built in—the clear separation of entities makes it easier to spot something suspicious and helps you act fast.

All-in-One Productivity Tools Tailored for Nonprofits

Holdings isn’t just a bank; it’s a toolkit for nonprofit financial control. You get real banking (with zero fees), integrated accounting, and simple communication tools—all in one online platform designed for nonprofit needs.

Integrated Expense Tracking and Bookkeeping

Every transaction, grant disbursement, or fundraising deposit flows into one system. That means:

• No more fighting with CSV exports or trying to merge transactions from five places.

• Sync easily with Sage Intacct, QuickBooks, or even maintain things entirely with our built-in tools.

• Archive all relevant emails, statements, and grant communications directly (even export if you’re prepping an audit file).

• Get help with reconciliation, bookkeeping, and compliance without a full-finance team on payroll.

Everything ties together—and stays ready for your next report.

User Permissions and Roles Designed for Teams and Volunteers

Not everyone needs to see everything. Holdings allows you to invite any team member—using their email address—and assign a role that matches their job.

Roles include SuperAdmin, Admin, Member, and Bookkeeper, each customizable to your needs.

• Let your accountant or bookkeeper access all entities for easy reconciliation.

• Limit a program coordinator to only the grants or funds they need.

• Allow a volunteer to only spend from a specific project’s card.

You control access and can update roles at any time, without IT tickets or waiting on a third-party to approve changes.

Security First: Protecting Your Mission’s Money

For nonprofits, every dollar counts—so keeping your funds safe is critical. Holdings uses the latest security technology to protect accounts, data, and transactions.

• Multi-factor authentication (MFA) is available for all accounts. Secure with apps, backup codes, or additional verification.

• Up to $3M FDIC insurance on every account, so you’re protected well beyond the typical bank limit.

• All data is encrypted, securely stored, and never shared without your consent.

• Permission and access are always linked to user roles; you control who can see or move funds at every level.

• Regular, automatic backups give you peace of mind, even if a laptop goes missing or an employee leaves.

• Real-time alerts and notifications flag unusual activity—helping you keep your programs safe from fraud.

A Real-World Nonprofit Example—Complex Programs, Simple Access

Suppose you’re running a medium-sized community nonprofit offering youth programs, a food pantry, and a grant-funded health outreach. In Holdings:

• Log in one time with your email and password—no need for three different emails or browser tabs.

• Your dashboard displays every fund, program, or grant: Youth, Pantry, Outreach, General.

• You assign your bookkeeper to have access across the organization, while each program manager views only their relevant accounts.

• Handle expenses in real-time, issue cards for safe purchasing, and monitor balances and activity instantly.

• Capture statements and notifications in the same inbox for easy backup and compliance checks.

• All with no app downloads—everything works in your browser, anytime, anywhere.

Best Practices for Multi-Fund and Multi-Program Access

To maximize Holdings’ benefits, here are some practical tips that work for organizations of every size:

• Use descriptive, consistent naming for each fund, grant, or program entity.

• Periodically review your team roster in the Holdings dashboard to ensure permissions are current, especially after staff or volunteer turnover.

• Regularly export and archive key statements, receipts, and reports to keep your documentation audit-ready.

• Encourage team members to set up multi-factor authentication for added safety (and train them on why it matters).

• Take time to review which expense cards and virtual accounts are active—and for which programs.

Answering Your Most Common Questions

Can I really use just one email for all my programs and grants?
Yes! Holdings allows a single secure email to manage every segment of your organization. You’ll never need to reset passwords or play “email tag” just to process a reimbursement or transfer funds.

How do I switch between programs or funds?
After logging in, just click your user icon, pick “Change Entity,” and select the account or program you want to manage. You’ll see transactions and reports for just that fund, keeping things neat and focused.

What about data security?
Holdings applies best-in-class encryption, robust authentication options, and audits all user access. Every account is automatically insured up to $3M, and you can add MFA for maximum protection.

Can I assign staff to different roles by fund?
Absolutely. Invite anyone by email, then give them the access level and program scope they need. No more “all or nothing” permissions or risky workarounds—the right people see the right info, always.

Is there a mobile app required?
No app to clutter your phone, no extra downloads. Just log in via your web browser from any computer or tablet.

How does Holdings help prevent fraud?
By letting you segment accounts and limit access, Holdings makes it much easier to spot spending anomalies or suspicious transfers—before they become problems. Add real-time expense alerts and granular permission settings, and your money stays secure.

Can I add or remove users as needed?
Easy as can be. You control your org’s access in your dashboard. Add new volunteers or accountants, remove outgoing staff, or change access in seconds—no bank visit or technical admin needed.

Ready to Simplify Nonprofit Fund Management?

Holdings is your all-in-one financial control center—no hidden fees, no juggling spreadsheets, just peace of mind and smarter tools, whether you’re tracking three restricted grants or fifty program funds. Use Holdings alone, or as a flexible layer on top of Sage Intacct or QuickBooks, making every dollar easier to track and every team member empowered, yet secure.

Zero fees. No minimums. 2% return on all balances.
Full-service banking, bookkeeping, and grant tracking—so you can focus on your mission, not mess.

Whether you’re a single-program nonprofit, a grassroots team just starting to track spending, or a growing agency with a CFO and complex payrolls, Holdings gives you modern, compliant, and customizable financial support.

Let your nonprofit’s heart—and financial backbone—grow stronger with tools built for the real world. Holdings: One login, every program funded, zero extra stress.

Need Tips, How-Tos, or Support?

Our US-based real people support team speaks nonprofit. We’re happy to provide step-by-step guides or troubleshoot quirky integration needs so your organization thrives.

Essential Help Articles for Nonprofit Teams

Getting Started with Holdings
How to Fund Your Holdings Account: Step-By-Step for Nonprofits
How to Invite Team Members and Assign Roles
Understanding Roles and Permissions for Nonprofit Use

Account and Expense Management Features

How to Split Funds by Grant, Program, or Donor Restriction
Issuing Virtual Cards for Specific Programs or Volunteers
Tracking, Approving, and Reporting Expenses in Holdings
How to Export and Sync Data to Sage Intacct or QuickBooks

Bookkeeping & Fiscal Controls

How to Connect Holdings Data for Audit-Ready Reporting
Maintaining Segregated Duties in Small Nonprofit Teams
Best Practices for Digital Bookkeeping & Reconciliations

Safety, Support, and Community

How Holdings’ Security Protects Your Donor Dollars
Reporting Suspicious Activity and Asking for Help
Contact Holdings Support—We’re Here for Your Mission

Empower Your Cause, Every Dollar, Every Day

Holdings isn’t just a bank or an accounting tool; it’s a financial partner designed for nonprofits who do more with less, protect every penny, and need tools as flexible as their missions. Stop juggling logins, worrying about fraud, or laboring over unclear spreadsheets. Let your team shine—Holdings has the rest covered.

How to Use Multi-Entity Features in Holdings

If you’re new or just need a refresher, here’s a simple walkthrough for maximizing multi-entity account features in Holdings:

1. Login with Your Email
Open getholdings.com in your browser. Enter your organization’s main email address and your secured password.

2. View All Your Entities
After login, the dashboard shows every fund, grant, or program entity attached to your email.

3. Switch Between Funds / Programs / Entities

• Click your user icon.

• Choose “Change Entity.”

• Select the desired fund, grant, or cost center.

4. Add a New Grant, Program, or Fund

• Click “Add Entity” or “Start New Application.”

• Fill in the brief form with entity details.

• Await approval.

• Newly approved funds populate your dashboard under the same login.

5. Manage Team Roles and Permissions

• Invite staff or volunteers via their email.

• Assign roles for each entity: SuperAdmin, Admin, Member, Bookkeeper, or Custom.

• Grant the right access for each user, linked to their relevant fund or program.

6. Control Spending and Approvals

• Issue virtual or physical cards with program-specific controls.

• Set spend limits, approval flows, and real-time alerts.

7. Export Data or Sync with Your Accounting Platform

• Access direct integrations for Sage Intacct, QuickBooks, or export clean CSV files.

• Use these exports for audit prep, donor reporting, or financial presentations.

8. Monitor Security and Access Logs

• Regularly review which users have access and what actions they’ve taken.

• Remove or update permissions as teams change.

Holdings was built to support nonprofits at every stage: from first-time grant winners to established agencies with multiple programs, team members, and compliance needs. Whether you’re new to digital banking or a seasoned CFO tired of legacy software pain points, Holdings meets you where you are—and helps your organization do good, smarter.

If you need guidance, practical examples, or quick help, our support team is just a click away. No bots, no waitlists, just friendly nonprofit finance experts who understand what’s on the line.

Welcome to the future of nonprofit financial management—where one login means no more lost time, missing data, or compliance headaches. Start today, and get back to what matters most: your mission.